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To turn on these new features, simply toggle “Try new automation features” on at the top of any automation canvas.
The new features
New automation builder enhancements elevate the way you approach building an au...
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Created On: 03/10/2025
in My Day
Overview We are updating the ‘My Day’ feature in Keap Ultimate to incorporate enhancements to Appointments and Tasks, previously available in Pro and Max. The previous My Day page is still accessible from the My Day Nav. Key Changes
Tasks...
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Created On: 02/25/2025
in Bulletin
Why Business Texting? SMS, or text messaging, is an increasingly popular channel for businesses to engage customers, thanks to its high open rate and timely nature. After all, we touch our smartphones more than 3,000 times a day. 80% of consu...
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Created On: 02/19/2025
in Bulletin
Overview
Keap is enhancing its security for processing sensitive user authentication data. This initiative involves updating your authentication configuration to use our 0Auth2 server to authenticate a user. This update will align wit...
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Why do you file a 1099-K with the IRS? Payment processors, including Keap Pay, must report all credit card and ACH transactions processed in the prior tax year to the IRS. The amount reported is for gross credit card sales, not including any adju...
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Keap is enhancing its security for processing sensitive payment data. This initiative involves updating your payment configuration by integrating a new JavaScript Package, which updates how Keap stores Payment Methods (i.e. credit cards). This updat...
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Created On: 01/31/2025
in Home Professional Services What is this service? Our 1:1 Recreation Service is a one-time, manual recreation of marketing assets that can’t be exported and imported into Keap. Don’t lose some of your greatest assets just because you’re changing systems. Let us do the heavy...
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Created On: 01/31/2025
in Home Professional Services
Moving from another system and don’t want to lose your historical data? Good news - our Data Team is here to help! We have multiple import packages available to suit your needs. Continue reading to see what’s included with this service, how to sub...
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Created On: 01/31/2025
in Home Professional Services
What is this service? Our Implementation Packages are our comprehensive service packages here to help you get onboarded as quickly as possible with your new application. We offer expert guidance along with tailored solutions to best fit your bu...
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Created On: 01/31/2025
in Home Professional Services
Are you moving from another system and need help importing your contacts? Good news - we’re here to help! Please continue reading to see what’s included with this service, how to submit your request and some of our most commonly asked questions. ...